Guidelines

Guidelines

‍In  termbase.io , guidelines are an essential tool for ensuring consistency and clarity in your translation and documentation processes.
You can create, customize, and share guidelines with your teams, making sure that everyone follows the same standards and best practices.

Managing guidelines

1. Accessing guidelines

  • In the top bar, click on "Guidings".
  • Then, select the option "Guidelines".
  • Here, you will be able to see all your existing guidelines, and you can also create new ones.

2. Create a new guideline

‍To create a new guideline:
  • Click on "+ Add Guideline".
  • In the pop-up menu, configure the following settings:
  • Provide a name for your guideline.
  • Optionally, add a description that provides more context.
  • You can either use the guideline template provided by  termbase.io  or create your own guideline from scratch based on your specific requirements.
  • Guidelines settings:
  • Click on the option "File", and then select the option "New Document" to create a new guideline from scratch.

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  • You can also edit your guideline by slecting the option "Edit".
  • Click on "View" to add visual aids.

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  • Select the option "Insert" if you want to to add a horizontal separating line to ensure your guideline is more structured.
  • You can also change the format of your guideline with the option "Format".
  • Share the guideline: Select the team/s you want to share this guideline with. If you do not share the guideline with a team, you will not be able to select it when sending a Job to  revision⁠ .
  • Click on "Save" to create your guideline.

3. Using your guidelines

Now your guideline can be selected when sending a job to revision or to use it when creating copywriting content.
In  termbase.io , you can create as many guidelines as you want and edit them at any time. To edit your guideline, you just need to click on its name.